Position in MS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$16,677,555,726
-$1,759,778,219 QoQ
Shares Held
101,340,194
-2.4% QoQ
Ownership
6.42%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 6.500517455097826.ToString("F0")%
Shared 46.778186550540845.ToString("F0")%
None 46.72129599436133.ToString("F0")%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026STATE STREET CORP holds $48,170,455,635 across 59 Capital Markets names. MS ranks #1 (34.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
101,340,194 | $16,677,555,726 | |
| 2 | GS |
Goldman Sachs Group Inc
|
19,255,058 | $16,289,586,517 | |
| 3 | SCHW |
Schwab Charles Corp
|
72,763,682 | $6,838,330,834 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
33,373,068 | $2,312,753,612 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
19,092,105 | $1,280,507,482 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
1,863,266 | $560,526,310 | |
| 7 | EVR |
Evercore Inc.
|
1,179,024 | $351,950,454 | |
| 8 | SF |
Stifel Financial Corp
|
4,652,555 | $343,916,865 |
All Filings in MS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $16,677,555,726 | 101,340,194 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $18,437,333,945 | 103,854,751 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $16,422,985,304 | 103,315,207 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $14,666,993,691 | 104,124,618 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $12,500,751,004 | 107,146,233 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $13,990,194,391 | 111,280,579 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $11,495,519,339 | 110,279,349 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $10,717,021,075 | 110,268,763 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $10,505,400,880 | 111,569,678 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $10,622,652,546 | 113,915,845 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $9,129,963,701 | 111,790,911 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $9,780,393,837 | 114,524,518 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $10,170,297,810 | 115,834,827 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $10,265,926,518 | 120,747,195 | Shares | Defined | 2023-05-15 | |
| 2022-09-30 | $9,587,172,399 | 121,341,253 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $9,332,656,846 | 122,701,247 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $11,401,245,833 | 130,449,037 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $12,811,858,414 | 130,520,155 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $12,436,767,314 | 127,805,645 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $11,891,645,794 | 129,694,032 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $10,277,377,001 | 132,338,102 | Shares | Defined | 2021-07-09 | |
| 2020-12-31 | $8,265,952,019 | 120,618,007 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $5,368,521,169 | 111,034,564 | Shares | Defined | 2020-11-10 | |
| 2020-06-30 | $5,408,516,099 | 111,977,559 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $3,852,295,234 | 113,302,801 | Shares | Defined | 2020-06-19 | |
| No filing history on record for this holder in this stock. | ||||||